9AT: 1248 PARTNERS, LLC

1248 PARTNERS, LLC

1248 PARTNERS, LLC

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1248 PARTNERS, LLC
1248 PARTNERS, LLC ERA

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Adviser Profile

As of Date	06/30/2026
Registration	SEC, Approved, 05/29/2024
Other registrations (2)	SEC, ERA - Withdrawn, 04/30/2024 SEC, ERA - Active, 03/01/2023
Former registrations	1248 PARTNERS, LLC
ADV Location	KANSAS CITY, MO, United States
Contact Info	913 xxxxxxx
Websites

AUM^*	323,363,990 7%
of that, discretionary	323,363,990 7%
Number of Employees	4 33%
of those in investment advisory functions	3 50%
Private Fund GAV^*	350,608,990 13%
Avg Account Size	46,194,856 7%
SMA’s	No
Private Funds	8 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

323M 277M 231M 185M 139M 92M 46M

2024 2025 2026

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Private Funds Structure

	Count	GAV
{{ TypeColumnLabel }} {{ item.FundType }}	Count{{ formatCount(item.FundsCount) }}	GAV{{ formatGAV(item.AUM) }}

Pie Radar

GAV Count

Brochure Summary

Overview

1248 Partners, LLC (“1248,” “Adviser,” the “Firm,” “we,” or “us”) is an investment adviser organized under the laws of Delaware. Its principal owner is Montage Investments, LLC (“Montage”). The sole owner of Montage is 1248 Holdings, LLC (“1248 Holdings”). Martin Bicknell is the manager of 1248 Holdings, LLC. 1248 has qualified as an exempt reporting adviser since March 2023 and as of the date of this brochure, has applied for registration as a registered investment adviser with the SEC. 1248 serves as the manager of pooled investment vehicles (each referred to herein as a “Fund,” and collectively as “Funds”). Each Fund is exempt from registration as an investment company under the Investment Company Act of 1940 (“Company Act”) in reliance upon the exemption(s) available to funds whose securities are not publicly offered. 1248 manages each Fund on a discretionary basis in accordance with the investment strategy

description and the terms and conditions of each Fund’s offering and organizational documents and any relevant supplements to those documents (the “Offering Documents”). Each Fund has different investment features which may include varying levels of management and performance fees, investment objectives and guidelines, investment minimums, investor qualification standards and liquidity terms. Each of the Funds employ investment strategies that are suitable only for sophisticated investors with substantial net worth and who are able to bear the risks of the strategies employed. Investors and/or prospective investors should also be aware of additional risks associated with investing in the Funds, many of which are described in the governing documents of each respective Fund. 1248’s discretionary assets under management as of January 1, 2024 were $257,965,000. 1248 does not manage any assets on a non-discretionary basis.

1248 PARTNERS, LLC

1248 PARTNERS, LLC

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Brochure Summary

Overview

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